Ft Vest Buffered Allocation
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 6 superinvestors own shares of Ft Vest Buffered Allocation (BUFG), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Buffered Allocation (BUFG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Ft Vest Buffered Allocation (BUFG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Ft Vest Buffered Allocation (BUFG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Luke Mooi@Centennial Wealth Advisory Llc
| 4.85% | $22.453M 765,916 shares@ 29.32 avg price | Increased 14.13% |
William Dudley Webb Jr.@World Equity Group, Inc.
| 1.13% | $5.003M 170,648 shares@ 29.32 avg price | Increased 1.2% |
James Krause@Wealthcare Advisory Partners Llc
| 0.02% | $623,279 21,261 shares@ 29.32 avg price | |
Kristy Michelle Afraimi@Bam Wealth Management, Llc
| 0.27% | $422,496 14,412 shares@ 29.32 avg price | New Position |
Aryn Sands@Kelly Financial Services Llc
| 0.05% | $232,884 7,944 shares@ 29.32 avg price | |
August Santillo@Jfs Wealth Advisors, Llc
| 0.01% | $2,316 79 shares@ 29.32 avg price | New Position |
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